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Disclosery

Steward Partners Investment Advisory, LLC: ED position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on ED, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 12,179 ED shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,179 shares
    Change vs previous 13F -3,442 shares

    0.01% of the 13F portfolio, value $1,347,400.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,621 shares
    Change vs previous 13F -562 shares

    0.01% of the 13F portfolio, value $1,767,999.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,183 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $1,607,339.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,586 shares
    Change vs previous 13F -699 shares

    0.01% of the 13F portfolio, value $1,667,228.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,285 shares
    Change vs previous 13F +831 shares

    0.01% of the 13F portfolio, value $1,734,596.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,454 shares
    Change vs previous 13F -178 shares

    0.02% of the 13F portfolio, value $1,819,685.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,632 shares
    Change vs previous 13F -1,857 shares

    0.01% of the 13F portfolio, value $1,484,079.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,489 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,925,294.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).